Verus Financial Partners, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Verus Financial Partners, Inc.
- $1.03 Billion
- Q3 2025
A detailed history of Verus Financial Partners, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Verus Financial Partners, Inc. holds 90,861 shares of DFNM stock, worth $4.38 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
90,861
Previous 94,002
3.34%
Holding current value
$4.38 Million
Previous $4.46 Million
2.22%
% of portfolio
0.42%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
30.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio